Why choose Amigos Finserv?

A Registered Investment Adviser (RIA) is registered with the Securities and Exchange Board of India, the regulator for securities market in India, as per the SEBI (Investment Advisers) Regulations, 2013. Registering with SEBI gives the adviser a license to practice advisory business.

On and from the commencement of these regulations, no person shall act as an investment adviser or hold itself out as an investment adviser unless he has obtained a certificate of registration from the Board under these regulations.

Registered Investment Advisers or RIAs are individuals, corporate bodies, or partnership firms that are, for compensation, engaged in the act of providing advice and making recommendations/suggestions to their clients.

One of the things that make RIAs different from others is that they are bound by a fiduciary duty. Fiduciary duty means that they are required to act in the best interests of their clients.

Investment adviser shall ensure that all investments on which investment advice is provided is appropriate to the risk profile of the client.

An investment adviser shall not receive any consideration by way of remuneration or compensation or in any other form from any person other than the client being advised, in respect of the underlying products or securities for which advice is provided.

For complete details click - SEBI (Investment Advisers) Regulations, 2013.

What we offer is......

Personalized and premium service: Our priority is to offer you the most appropriate and right advice tailored to your specific requirements. We are committed to delivering a high standard of service which demonstrates our culture of professionalism, dedication and integrity. We offer a personally delivered and customized financial planning, investment advisory & management and consulting service, developing bespoke solutions to build, grow and protect your assets.

A broad range of solutions for all your financial needs: We specialize in all areas of financial advice and management in order to help you in all stages of your life. We offer flexible service options for individual needs. As your needs change so can our service to you.

Expertise: Our advice and associated technical expertise can help you with your investments, tax planning, retirement planning, children's education & marriage planning, estate and succession planning, trust and philanthropic needs, legal affairs, etc. However complex your financial situation, our experts will be able to provide an appropriate solution to meet your needs. The professionals you deal with at Amigos Finserv are highly experienced, skilled and act in your best interests.

Peace of mind: Being a 'fee-only' professional firm, we have a fiduciary responsibility to provide our clients with the highest duty of care to safeguard their interests. This gives you peace of mind that your financial affairs will be taken care of in full trust and confidentiality.

Financial advice: We provide strategic advice to help our clients achieve their financial goals. Our dedicated personal service draws on our experience as a true friend to help guide you at all the stages of your life. 'Fee only' advisers in general have no inherent conflict of interest and provide more comprehensive financial advice.

Our personal financial advice can include strategic planning, investment strategy, retirement income, education and marriage planning for children, estate and succession planning, tax planning, risk management and insurance planning that may include life, disability, health and property insurance, etc.

What We Do

Comprehensive Financial Planning

Financial planning is the process of meeting your life goals through the proper management of your finances.

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Investment Advisory & Management

We have designed our wealth management process with the client in mind. This is by no means an inflexible, mechanical assembly line but rather a consultative process and an approach that puts the client at the centre-stage.

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Consulting Services

It may be so that you may not want to go for any financial planning or wealth management services as of now but wanted some advice on certain issues.

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Ancillary Services

Succession / legal heirship certificate, Power of Attorneys, Wills and Codicils, Deeds, etc.

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Get in contact

  • Office

    303, Gr. Floor, Raghuleela Mall,
    Off S.V. Road, Nr. Poisar Bus Depot,
    Kandivali (West), Mumbai - 400067

    Mobile : +91 98207 98844
    Phone: +91 22 49715818
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